OGS and optical touch support strong touch ultrabooks and all-in-one prices are bearish
The shortage of large and medium-sized touch modules has made the cost of introducing touch functions for ultrabooks and AIO computers high. However, after the large-scale full-fit OGS capacity of the touch module factory is released in the second half of the year, and the new generation of lower-cost optical touch technology is commercialized, the touch ultrabooks and all-in-one computers can further reduce prices.
Since October 2012, Microsoft (Microsoft), Intel (Intel) and first-line PC brands have all expected high-definition and multi-touch laptops to counter the tablet camp.
However, the new products are affected by factors such as the immaturity of the large and medium-sized touch solution technology and insufficient production capacity, which makes the introduction cost too high and can not drive the market to buy gas; therefore, many projected capacitive touch module manufacturers have this year The plan is to expand production substantially to bring the market supply and demand to a balanced state, which in turn drives product price cuts to stimulate consumers' willingness to buy.
At the same time, new touch chip vendors are turning to a new generation of medium and large-size optical multi-touch solutions, aiming to solve the problems of existing projected capacitor products that affect yield and increase material costs due to size enlargement. After the mass production of related chips in the third quarter of this year, it is expected to accelerate the touch ultra-thin notebook (Ultrabook) from the current nearly 1,000 US dollars selling price to the mainstream price of 600 US dollars.
Aiming at touch NB / AIO Chen Hongli to expand OGS production capacity
Chen Hong will expand OGS production capacity this year. With the help of Windows 8, the proportion of shipments of notebook computers and AIO personal computers equipped with touch functions is increasing, and the demand for large and medium-sized touch modules is driving up; optimistic about this wave of business opportunities, In addition to actively developing thinner and lighter OGS technology, Chen Hong will strive to reduce material cost and product thickness, and will also open new 4.5 and 5.5 generation plants in June and September this year, respectively, to optimize panel cutting efficiency and ensure production capacity. .
Chen Hong, general manager of Chen Hong, said that in 2012, Chen Hong offered a strategy of vertical integration and horizontal expansion of the technology to work. By reinvesting in Dahong and Zhan touch, it reinforced the indium tin oxide (ITO) transparent conductive film and the large and medium size AIO The Control Panel manufacturing technology has greatly expanded its product portfolio, and no longer relies heavily on double-glass (GG) solutions and small-sized mobile phone business revenue.
In addition, the company also accounted for the performance contribution of a single major mobile phone customer last year, from 73% in 2011 to 58%, and the total number of customers expanded to more than 40, covering mobile devices, personal computers and automobile manufacturing Business to make the company ’s business operations more flexible and help diversify market investment risks.
Sun Daming emphasized that Chen Hong will fully invest in GG, dual film (GFF), single film (G1F), TOL (Touch on Lens), and OGS technologies this year, hoping to increase the number of customers to fifty. At the same time, it will also double the capital investment to NT $ 30 billion, and allocate more than 50% of the funds to expand the 4.5-generation new factory in Zhongke with Dahong and the 5.5-generation new factory in Pingtan Island, Fujian. In order to meet the needs of expanding the introduction of touch functions for tablets and Windows 8 laptops / AIO, we are striding toward the supply target of full-size and technical touch modules.
According to the latest report of NPD DisplaySearch and other research institutions, from 2012 to 2015, the annual compound growth rate (CAGR) of shipments of touch notebook computers and AIO personal computers will reach double-digit growth of 11% and 43.7%, respectively. The demand for large and medium-sized touch modules will become stronger and stronger.
Motivated by market expectations, touch module factories such as Chenhong, Shenghua, and Rhenbao have all increased their production capacity. In order to meet their thin and light design needs, they are committed to developing OGS technology and attracting mobile device and PC brand customers.
Chen Hong ’s Chief Financial Officer Liu Shiliang revealed that since last year ’s stylus pen penetration rate reached 2.4% and the total shipments reached 5 million units, the stylus pen penetration rate is expected to exceed 11% this year. Chen Hong The current OGS monthly production capacity is only 1.2 million pieces at most, and the supply will be seriously insufficient; therefore, it is necessary to step up the expansion of the 4.5 and 5.5 generation production lines. Cost-effective products.
Liu Shiliang also estimated that after the company's two new plants were put into operation in June and September of this year, they will each inject 600,000 and 1.2 million OGS shipments each month to help them seize the touch laptop / AIO hilltop.
In fact, as Chen Hong ’s touch product portfolio has become more diversified, its tablet and laptop touch solutions have been successfully favored by Lenovo, Asus, Hewlett-Packard (HP) and Toshiba (Toshiba); and even scored Tesla ( Tesla) supply chain, providing 17-inch telematics (TelemaTIcs) equipment touch panels.
However, as panel manufacturers such as Sony, Sharp, Lejin, AUO and Innolux have successively invested in the development of thinner and thinner On-cell and In-cell touch solutions, and actively grabbed small and medium-sized In the mobile phone application market with large size, touch module manufacturers may continue to face the impact of market share.
Chen Hong and Shenghua sprint to fully fit OGS capacity
For example, in recent years, Apple, which has invested a lot of revenue for Chen Hong, has taken a hold of the pipa last year and changed to In-cell solutions provided by panel makers such as LG and Sharp; in addition, Sony Mobile also imported its own On-cell plus In-cell design panel. In order to prevent panel makers from continuing to grow in the touch market, Chenyuan and Shenghua then aggressively attack medium and large-sized OGS, TOL and other fully-laminated products through the purchase of liquid crystal display (LCD) panels and reinforced back-end laminating equipment. In order to meet the customer's demand for one purchase, and consolidate the market share.
Sun Daming said that more and more mobile device and PC brand manufacturers require touch modules and LCDs to fully fit touch solutions to speed up product development time and effectively reduce costs, so Chen Hong is actively expanding related technologies and production capacity, Fight for market opportunities. Judging from the company's product distribution in the fourth quarter of last year, the proportion of module shipments has dropped from 45% in the previous quarter to 42%, and the proportion of full fit is as high as 58%; in 2013, Chen Hong will also lock in the medium and large size The application market continued to increase the shipment volume of full-fit touch.
In fact, most of the recent demands for thin and light tablets and Windows 8 touch Ultrabooks have been introduced with full-fit touch, and the demand is still rising. At the same time, the trend of AIO personal computers to grab the touch function has gradually emerged. Under the premise that brand factories strive to maintain the bottom line of the bill of materials (BOM) cost, the demand for cost-effective full-fit solutions will increase, and it will bring new opportunities for touch module manufacturers.
Optimistic about this development trend, Shenghua, another major touch module manufacturer in Taiwan, also strives to sprint the shipment of full-fit touch products, and will open medium and large-scale OGS full-fit capacity at the end of 2013, and Chen Hong is in touch Control each other in the market.
Obviously, the top two global touch module manufacturers are more concerned about the business opportunities of the medium and large size full-fit touch market with future development potential. Sun Daming analyzed that for touch module manufacturers, although OGS, TOL and other fully-laminated products have to increase the purchase of LCD panels, as well as the R & D budget of the latter-stage lamination technology and equipment, and expand to the yield rate of medium and large size applications It still needs to be improved, resulting in a marginal performance that is not outstanding; however, it can effectively improve the integration of modules, sensors and panels, thereby improving touch screen sensitivity, transparency, cost control benefits and differentiated design value. Enhance the competitiveness of touch module manufacturers in the market.
The entire touch industry is clearly developing in the direction of large size and full lamination. In the future, panel bonding technology and yield will become the key to victory. At present, the largest shipment size of Chen Hongquan's fully-fit touch has reached 15.6 inches, which can meet the mainstream screen specifications of notebook computers, and the yield is also ahead of its opponents, so it can win more customers.
As for touch chip vendors, Cypress's TrueTouch product manager Jeff Erickson revealed that the company has also planned to upgrade its tablet device touch solution-TrueTouch Gen4_L at an appropriate time, by increasing the screen size Support, and further extend the application of products to the medium and large size PC field.
In addition to the above-mentioned projected capacitive technology-based touch module factories, FlatFrog, which specializes in medium- and large-sized optical touch solutions, and German business Dialog have also jointly released innovative optical touch chips and modules With reference design, try your best to tap the business opportunities of touch PC.
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